Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chicago Partners Investment Group LLC (CIK 1563525) reported $4.48B across 1,387 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($182.7M, 4.08%), VO ($123.8M, 2.76%), NVDA ($116.9M, 2.61%), DFUS ($85.8M, 1.92%), AAPL ($82.4M, 1.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $182.7M | 4.08% | 279,403 | Added |
| 2 | VO | VANGUARD INDEX FDS | $123.8M | 2.76% | 1.6M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $116.9M | 2.61% | 577,343 | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $85.8M | 1.92% | 1.1M | Added |
| 5 | AAPL | APPLE INC | $82.4M | 1.84% | 301,461 | Added |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | $78.0M | 1.74% | 2.1M | Added |
| 7 | VUG | VANGUARD INDEX FDS | $75.1M | 1.68% | 904,369 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.8M | 1.65% | 158,667 | Added |
| 9 | ET | ENERGY TRANSFER L P | $65.5M | 1.46% | 3.4M | Added |
| 10 | IJH | ISHARES TR | $65.0M | 1.45% | 894,279 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $57.3M | 1.28% | 132,466 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $55.9M | 1.25% | 78,650 | Added |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $52.5M | 1.17% | 681,445 | Added |
| 14 | VB | VANGUARD INDEX FDS | $52.0M | 1.16% | 182,750 | Added |
| 15 | SCHX | SCHWAB STRATEGIC TR | $51.5M | 1.15% | 1.8M | Added |
| 16 | IVV | ISHARES TR | $48.0M | 1.07% | 67,153 | Added |
| 17 | SFLR | INNOVATOR ETFS TRUST | $46.7M | 1.04% | 1.3M | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $44.9M | 1.00% | 127,924 | Added |
| 19 | DUHP | DIMENSIONAL ETF TRUST | $42.8M | 0.96% | 1.1M | Added |
| 20 | IWS | ISHARES TR | $39.7M | 0.89% | 255,119 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $39.4M | 0.88% | 154,319 | Added |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $37.8M | 0.84% | 897,015 | Added |
| 23 | SCHM | SCHWAB STRATEGIC TR | $34.3M | 0.77% | 1.0M | Added |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $30.3M | 0.68% | 45,646 | Added |
| 25 | IGSB | ISHARES TR | $30.0M | 0.67% | 569,762 | Added |
Source: SEC Form 13F filings · as of 2026-03-31